Company Performance Metrics
Simplify The Books provides outsourced bookkeeping and financial management services for small businesses. The company handles monthly bookkeeping, including reconciliations and transaction categorization, so financial data stays accurate and current. It offers cleanup and catch‑up work to restore or rebuild disorganized or outdated books and
supports accounts payable and receivable processing. Simplify The Books also delivers fractional CFO services such as cash‑flow planning, forecasting, KPI tracking, pricing and profitability analysis, and entity setup guidance. Ongoing advisory and financial review help owners understand their numbers, plan for growth, and make informed decisions. Services are delivered remotely using tools like QuickBooks and Microsoft Excel, with regular reporting and liaison support for clients’ accountants.
